Signals

← Signals

☆BAM

624 in-universe funds with a nonzero position in BAM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24467
Score / z-1.089 / -1.63
Consensus217.14 over 367 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 67,930.6 79.1% 1 +79.1 pp +79.1 pp +79.1 pp +79.1 pp
☆Partners Value Investments L.P. CIK 0001162777 0.991 7 1,753.2 16.2% 2 -1.0 pp +16.2 pp +16.2 pp +16.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,415.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,010.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 991.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 915.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 879.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital World Investors CIK 0001422849 0.974 637 879.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 730.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 651.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 599.5 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 417.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 308.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 296.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 273.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 248.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 222.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 206.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 203.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 202.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 202.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 183.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 180.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 180.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 139.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 137.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 136.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 134.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 134.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 130.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 124.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 108.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 108.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 97.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 91.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 90.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 81.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 77.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 76.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 66.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 65.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 62.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 58.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 56.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 53.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 52.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 51.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 50.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 49.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 48.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 44.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 43.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 35.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 33.6 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sather Financial Group Inc CIK 0001568540 0.765 121 27.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 27.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 27.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 26.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆America First Investment Advisors, LLC CIK 0001308778 0.569 45 25.1 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 23.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 23.5 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broad Run Investment Management, LLC CIK 0001568621 0.814 24 23.0 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 22.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 22.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 20.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 0.891 20 20.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 20.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 19.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 18.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 17.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆STRS OHIO CIK 0000820478 0.777 2154 17.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRUNI J V & CO /CO CIK 0001078841 0.604 33 15.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 15.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆QV Investors Inc. CIK 0001570253 0.548 68 15.3 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital International Sarl CIK 0001065349 0.698 287 15.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 14.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 14.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 12.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 12.3 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 12.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Asset Management LLC CIK 0001512814 0.684 249 10.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 10.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆2Xideas AG CIK 0001843587 0.401 48 10.4 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 10.0 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 8.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 8.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 8.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 8.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 8.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 7.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 7.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 7.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 6.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Woodbridge CO LTD CIK 0001397960 0.000 48 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 5.8 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 5.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 5.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 5.3 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BAM). Qtrs Held counts distinct quarters this fund has actually held BAM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAM position size. Δ columns are the percentage-point change in BAM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status